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PORTFOLIO WEALTH ADVISORS

Tel: 505-884-3445
6100 Uptown Blvd Ne
Suite 540
Albuquerque, New Mexico  87110

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PORTFOLIO WEALTH ADVISORS

PORTFOLIO WEALTH ADVISORS is a Albuquerque, New Mexico based financial advisory firm with nearly $373,189,200 in assets under management and provides investment advisory services for 750 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Other (FINANCIAL CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

145687

SEC#:

801-68615

No. of Clients:

750

Assets under Management

$373,189,200

No. of Advisors:

3

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